AISaaS Invoice and Reminder System

PayPilot AI is a production-ready SaaS MVP for invoice creation, payment collection, client management, and automated AI payment reminders. It is built for freelancers, agencies, consultants, accountants, service providers, and small businesses that want to create professional invoices, track payment status, and follow up with clients from one modern web dashboard.

The platform includes a public landing page, user authentication, dashboard, client management, invoice creation, reusable invoice templates, PDF invoice preview, payment tracking, reports, recurring invoice tools, OCR invoice import, admin CMS, custom pricing management, and OpenRouter AI settings. Admins can update website content, photos, pricing plans, and AI configuration without touching code.

PayPilot AI supports a complete demo-to-production journey. Demo users can sign in directly, while production customers can view pricing, purchase a plan, and enter the system. Invoices can include client details, custom fields, reference numbers, tax, discounts, notes, terms, and optional Stripe payment links. Users can configure reminder timing, generate AI reminder drafts, receive in-app notifications, and mark invoices as collected so they appear in reports.

The system is built with Next.js, React, TypeScript, Prisma, PostgreSQL, Stripe-ready billing, OpenRouter AI integration, and a responsive light/dark theme. It includes setup documentation, environment examples, seed data, deployment instructions, and a ready-to-host structure for Vercel and Neon.

PayPilot AI solves the problem of small businesses getting paid late because invoicing, payment tracking, reminders, and reporting are usually scattered across different tools.

Many freelancers, agencies, consultants, and service providers create invoices manually, forget to follow up, send awkward reminder emails, and have no clear view of what is paid, overdue, or still pending. This leads to delayed cash flow and wasted admin time.

PayPilot AI brings that workflow into one system:

- Create professional invoices quickly

- Store client and business details

- Add invoice templates and branding

- Preview invoice PDFs before sending

- Add optional Stripe payment links

- Track paid, unpaid, overdue, and collected invoices

- Generate polite AI payment reminders

- Schedule reminder timing

- Get in-app notifications

- Download reports for collected payments

- Let admins manage pricing, website content, photos, and AI settings

In short: It helps businesses collect payments faster, reduce manual follow-up work, and manage invoicing from one dashboard.

1. Download and unzip the source code.

2. Install dependencies:

```bash

npm install

```

3. Create a PostgreSQL database using Neon, Supabase, or any hosted Postgres provider.

4. Copy `.env.example` to `.env` and add:

```env

DATABASE_URL=your_postgres_database_url

JWT_SECRET=your_secure_secret

APP_URL=http://localhost:3000

```

5. Push the Prisma schema to the database:

```bash

npx prisma db push

```

6. Seed demo data:

```bash

npx tsx prisma/seed.ts

```

7. Start the development server:

```bash

npm run dev

```

8. Open:

```text

http://localhost:3000

```

9. Demo login:

```text

User: demo@paypilot.ai

Password: Demo12345!

Admin: admin@paypilot.ai

Password: Admin12345!

```

10. For production, deploy to Vercel, add the same environment variables, connect a hosted PostgreSQL database, and redeploy.

Current release: 1.0.0 updated 8/23/2026.

Use this license term summary:

Buyers receive a non-exclusive license to use, modify, and deploy the PayPilot AI source code for personal or commercial projects. Buyers may create and operate their own SaaS product from the code, customize branding, connect their own services, and host it on their preferred platform. Redistribution, resale, sublicensing, or repackaging of the original source code as a competing template or marketplace product is not permitted. The product is provided as-is, and buyers are responsible for deployment, configuration, third-party API keys, hosting costs, compliance, and ongoing maintenance.